Joshua Sydney
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Equitable Advisors, LLCMay 2026 to now
- Icapital Markets LLCJan 2026 to Apr 2026
- Institutional Capital Network, Inc.Sep 2022 to Apr 2026
- UnemploymentApr 2022 to Sep 2022
- Warburg Pincus LLCMar 2019 to Apr 2022
- Village Physical TherapyJul 2018 to Mar 2019
- Travelers Insurance Inc.Jun 2017 to Aug 2017
- Bentley UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8212641
- Firm CRD
- 6627